Remote Part-Time Customer Solution Advocate

GFI-Team Ikigai; Chicago (IL); On-site; USD 65,000 - 80,000; Part time

Benefits offered by this job

Remote work

Leadership development

Competitive compensation

Job summary

GFI Ikigai is seeking a part-time Customer Solution Associate to deliver outstanding client support remotely. You will act as the primary contact, educate clients on financial topics, and help craft tailored financial plans while identifying growth opportunities.

This role emphasizes problem-solving, strong communication, CRM familiarity, and the ability to obtain a Life Producer license within two weeks. Flexible scheduling and online training support personal and professional growth.

Qualifications

• Be 18+ years old and a U.S. citizen.
• Pass a background check.
• Strong verbal and written communication skills.
• Obtain Life Producer license within two weeks.
• Familiarity with CRM systems and reporting.

Responsibilities

• Serve as the primary contact for clients, offering timely, professional, and courteous assistance.
• Educate clients on essential financial topics such as business, investing, insurance, retirement, savings, and estate planning.
• Guide clients in creating tailored financial plans that include budgeting, debt reduction, and retirement planning.
• Identify growth opportunities through upselling and cross-selling while ensuring high client satisfaction.

Skills

Customer service

Communication skills

Analytical abilities

Upselling

CRM familiarity

Education

Life Producer license

Tools

CRM systems

Reporting tools

Job description

GFI Ikigai is seeking a part-time Customer Solution Associate to deliver outstanding client support remotely. You will act as the primary contact, educate clients on financial topics, and help craft tailored financial plans while identifying growth opportunities.

This role emphasizes problem-solving, strong communication, CRM familiarity, and the ability to obtain a Life Producer license within two weeks. Flexible scheduling and online training support personal and professional growth.